Client Coordinator

EPIC Brokers•Concord, CA

7d•Hybrid

About The Position

The Employee Benefits Client Coordinator works with the Client Executive and/or Client Manager to help maintain clients’ employee benefits programs and provide day-to-day account service. The role supports the marketing process by collecting census and other data, tracking carrier responses, and helping prepare marketing spreadsheets. It also helps prepare open enrollment communications and materials, and supports open enrollment meetings and health fairs. Additional work includes updating client and internal systems, collecting and reviewing contracts and other information, assisting with client and employee issues, and providing administrative support to service teams. The position is hybrid and requires working two days per week in the Concord, California office. The coordinator works with the Client Executive and/or Client Manager to set priorities and manage workflow, maintains workflow logs and benefits records, communicates and collaborates effectively, keeps current with industry developments, and presents a professional image. The position requires a high school diploma. Some college is preferred. A California Life and Health License is preferred, or the employee must be willing to obtain one within 90 days of hire. The hourly pay range is $27.00–$33.85, with a standard workweek of 37.5 hours. The role may also be eligible for bonuses and a comprehensive benefits package.

Requirements

High school diploma required.
General knowledge of employee benefits coverages and services.
Working knowledge of Microsoft Office applications, including Windows, Outlook, Word, PowerPoint, Publisher, and Excel.
Intermediate ability to navigate the Internet.
Strong attention to detail and time-management abilities.
Ability to multitask and prioritize effectively.
Ability to work independently and as part of a team.
Good interpersonal communication skills.
Ability to work in a fast-paced environment while handling multiple competing tasks and demands.
Strong interpersonal skills for handling sensitive and confidential situations; teamwork, responsiveness, poise, tact, and diplomacy are required.
California Life and Health License, or willingness to obtain it within 90 days of hire.
Valid driver license.

Nice To Haves

Some college education.
One or more years of experience as an Account Representative or Client Service Representative with a benefits consulting or brokerage firm, or comparable experience with an insurance carrier, third-party administrator, or corporate HR department.
Experience with agency management systems and HR portals, and ability to learn and use other systems quickly and effectively.
California Life and Health License.

Responsibilities

Assist the Client Executive and/or Client Manager in collecting data for Requests for Proposal and tracking carrier responses.
Help assemble marketing spreadsheets for review by the Client Executive and/or Client Manager.
Draft open enrollment communications and wallet cards, and coordinate and support open enrollment meetings and health fairs.
Collect contracts, experience data, Form 5500 information, and other data needed to service clients.
Process BORs, update internal systems and client HR/employee portals, and prepare invoices as necessary.
Assist in resolving client and employee issues, including billing discrepancies and claims issues.
Provide administrative support to service teams for new and existing clients.
Work with the Client Executive and/or Client Manager to set priorities and manage workflow.
Maintain current workflow logs and update benefits information in agency management systems, manuals, and other required documentation and records.
Communicate and interact effectively with others, providing information and guidance to support company business goals.
Stay informed about industry information, product and program developments, coverages, legislation, and technology.
Project a professional image in actions and appearance.

Benefits

Managed paid time off for salaried/exempt employees, without accruals or caps.
22 PTO days starting out for hourly/non-exempt employees.
12 company-observed paid holidays.
Four early-close days.
Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave.
Employee referral bonus program of $1,500 per hired referral.
Employee recognition programs and awards, including trips.
Employee Resource Groups, including the Women’s Coalition and EPIC Veterans Group.
Mentorship Program.
Tuition Reimbursement Program.
Leadership Development.
Pet insurance.
Identity theft and fraud protection coverage.
Legal planning.
Family planning benefits.
Menopause and midlife support.
401(k) matching.
Medical insurance.
Dental insurance.
Vision insurance.
Wellness and employee assistance programs.
Potential bonus eligibility.